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Current Employers
Vestgen Advisors, Llc

1 North Franklin Suite 1850, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-10-06
NH RA APPROVED 2025-10-06
  • IL RA
    APPROVED
    Since 2025-10-06
  • NH RA
    APPROVED
    Since 2025-10-06

Branch Locations

1415 W. 22Nd Street Tower Fl., Oak Brook, IL 60523 • United States

1 North Franklin Suite 1850, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Oak Brook IL 03/2001 12/2018
Commonwealth Financial Network Waltham MA 12/2018 10/2025
Private Client Services Oak Brook IL 10/2025 Present
Vestgen Advisors, Llc. Chicago IL 10/2025 Present
Previous Registrations
  • 2018-12-17 → 2025-10-06
    Oak Brook, IL
    Waltham, MA
    Medfield, MA
  • 2003-02-28 → 2018-12-21
    St Charles, IL
    Des Plaines, IL
    Saint Charles, IL
    Chicago, IL
    Deer Park, IL
    Kildeer, IL
    Peoria, IL
    Naperville, IL
    Itasca, IL
    Schaumburg, IL
    Oak Brook, IL
    St Charles, IL
    Des Plaines, IL
Other Businesses

1) Rental Property. Oranjestad, Aruba. I am a co-owner of a rental property located in Oranjestad, Aruba as of 9/9/2021. I am co-owner. I don't have a role as a person that markets or manages the property. My husband is the main point of contact for all rentals. 1 hr/mo; 0 during trading hrs. Investment related. 2) Daley Partners Investments LLC. 10 London Hill Rd, Apt 3, Moultonborough NH 03254. This LLC is an entity created for the purpose of buying and managing real estate in Massachusetts, as of 3/27/2019. I am a partner in this LLC. 1 hr/mo; 0 during trading hrs. Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-30
  • S66 Uniform Combined State Law Examination
    2002-10-30
Other Names
  • Ursula Anne Robinson

View on SEC IAPD

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